Senior Sales Strategist - Base + Commission

About the role

We are seeking a Senior Sales Strategist to serve as the escalation point for high-value or highly skeptical claimants. This role bridges the gap between initial outreach and successful engagement by re-establishing trust, addressing objections, and guiding claimants through the final steps of the recovery process. This is a senior-level position designed for a confident communicator who can step in when a claim has stalled, a claimant has become unresponsive, or additional credibility and reassurance are required to move the process forward. You will take ownership of complex cases and lead them to resolution.

Responsibilities

• Case Re-Engagement & Escalation Management: Review stalled or unresponsive claims and develop a strategic re-engagement plan for hot, warm and cols leads in Client Care Coordinator (CCC) Campaign, Email Campaign and/or Complex Claim Campaign. Address skepticism, compliance concerns, and objections with clarity and professionalism. Serve as the senior voice of authority when additional credibility is needed.
• Strategic Research & Verification: Conduct targeted research to confirm claimant identity, heirship, and asset linkage; utilize verified databases and public records to support due diligence efforts; collaborate with genealogists and internal research teams to ensure accuracy and defensibility of claims.
• Advanced Outreach & Closing: Re-establish communication with claimants using a consultative, trust-based approach; clearly explain contingency agreements, documentation requirements, and the recovery process; guide claimants through execution of legal documents and ensure timely completion; convert hesitant or skeptical prospects into signed agreements while maintaining full transparency.
• CRM & Process Integrity: Maintain detailed documentation of outreach efforts and case notes; ensure seamless handoffs between sales, research, and claims processing teams.
• Rightfully Returning Assets: Identify patterns in objections and recommend process improvements.

Requirements

• 5+ years of experience in sales closing, negotiations, investigative research, or a related field.
• Demonstrated ability to manage complex objections and skeptical clients with professionalism.
• Strong communication skills with executive presence and credibility
• Comfort working with CRM systems, research tools, and investigative databases
• High ethical standards and commitment to contingency-based transparency
• Ability to operate independently while collaborating across departments
• Ideal profile: calm under pressure, persistent without being aggressive, analytical yet persuasive, solutions-oriented